Triple Frond Partners LLC 13F Holdings · Q2 2026
Triple Frond Partners LLC reported 13 securities worth $1.12B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ASML (21.11%), TDG (12.67%), MSFT (11.74%). Among its top 25 positions this quarter: 2 new, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | $236.6M | 21.11% | 118,917 | Hold |
| 2 | TDG | TRANSDIGM GROUP INC | $141.9M | 12.67% | 106,544 | Hold |
| 3 | MSFT | MICROSOFT CORP | $131.5M | 11.74% | 352,504 | Hold |
| 4 | AMZN | AMAZON.COM INC | $103.1M | 9.20% | 432,420 | Trimmed |
| 5 | GOOG | ALPHABET INC | $103.0M | 9.19% | 291,544 | Trimmed |
| 6 | MA | MASTERCARD INC | $90.1M | 8.04% | 175,472 | Hold |
| 7 | META | META PLATFORMS INC | $66.3M | 5.91% | 117,628 | Hold |
| 8 | TRU | TRANSUNION COM | $59.0M | 5.27% | 817,828 | Hold |
| 9 | DASH | DOORDASH INC | $55.4M | 4.94% | 300,246 | New |
| 10 | SPGI | S&P GLOBAL INC | $47.5M | 4.24% | 116,700 | New |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | $36.3M | 3.24% | 198,262 | Trimmed |
| 12 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $27.9M | 2.49% | 5.4M | Hold |
| 13 | CHTR | CHARTER COMMUNICATIONS INC N | $21.9M | 1.95% | 153,725 | Hold |
| 14 | ILMN | ILLUMINA INC COM | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR